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Michael A Dubis Financial Planning’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Michael A Dubis Financial Planning’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.93M Buy
168,753
+799
+0.5% +$23.2K 4.79% 5
2024
Q4 		$4.87M Buy
+167,954
New +$4.88M 4.71% 5

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Michael A Dubis Financial Planning's SPTS Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.48% in Q1 2025, buying an estimated $23.2K and bringing the position to 168,753 shares worth $4.93M. The position accounts for 4.79% of the portfolio, ranked #5.

Michael A Dubis Financial Planning first reported a position in SPTS in Q4 2024 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

  • Michael A Dubis Financial Planning held 168,753 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $4.93M as of Q1 2025.
  • Michael A Dubis Financial Planning bought 799 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2025, an estimated $23.2K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 4.79% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #5 holding.
  • Michael A Dubis Financial Planning first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.